Investment adviser · CRD 284214

ACCEL WEALTH MANAGEMENT

Investment adviser filing (IA)

BRASS FINANCIAL, INC.

CEDAR FALLS, IA, United States · Form ADV filed Mar 25, 2017

Regulatory AUM
$273M
Form ADV · Item 5.F
Client accounts
377
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 25, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

602 MAIN STREET
CEDAR FALLS, IA, 50613, United States

CRD 284214

Filing source

Form ADV 1095107 · Mar 25, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.